Contact Exchange
With the Contact Exchange feature, attendees create their own virtual business cards with photo, logo and color choice. Then they share with other attendees by simply scanning the QR code within the app. Scanned cards can even be imported directly into the phone’s contacts.
Touchpoint admins can add the Contacts page in the Touchpoint CMS. The Contacts feature is a button on the navigation menu in the app.
The “Contacts” feature in the app has the “My Card” option under the Contacts button. The attendee’s “My Card” has a QR Code on it. The QR Code is auto-generated by the app and formatted specifically for the “Contacts” feature. The QR Code is NOT connected to the External Matching Code / QR Code source field on the Attendee profile in Touchpoint.
The attendee can edit their “My Card” by selecting “My Card”. The attendee can edit their “My Card” by tapping “Edit”. The attendee can tap “Save” to save their changes.
> Note: Changes an attendee makes to their My Card are NOT connected to their Attendee profile on the app. > If the attendee wants to edit their Attendee profile on the app, the attendee must do so by tapping their login email address at the top of the app’s navigation menu. > The attendee must then tap “Edit”.
The attendee can click the “+” icon at the top of the screen. The “+” icon opens the in-app camera. The attendee can point the in-app camera at another attendee’s device to scan the QR code on their “My Card”.
Once the contact has been scanned, the attendee can make edits to the contact information. The attendee can add notes in the “Note” field. The attendee can then click “Save”.
Optionally, the attendee may select a contact card they have collected. The attendee may then tap “Add to Address Book” to save the contact’s information to the device’s address book.